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Provenienza dei contatti di primo grado di Sammy Ng
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Polaris Wealth Advisory Group LLC
![]() Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sammy Ng tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Investment Committee Member Trading-Equity | |
Michigan State University | College/University | Undergraduate Degree | |
Colorado Technical University, Inc. | College/University | Undergraduate Degree | |
Renaissance Capital Management LLC | Corporate Officer/Principal | ||
Legacy Planning & Associates, Inc. | Corporate Officer/Principal | ||
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Regal Investment Advisors LLC
![]() Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of Lund | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Svezia | 3 |
Settori
Finance | 8 |
Consumer Services | 4 |
Posizioni
Corporate Officer/Principal | 6 |
Investment Committee Member | 4 |
Undergraduate Degree | 3 |
Director/Board Member | 2 |
Founder | 2 |
Contatti più connessi
Insiders | |
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Matt Erickson | 7 |
Todd Robinson Moss | 5 |
Zachary Ganz | 4 |
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